Garrett Mullins
Garrett Mullins is a registered investment advisor at Osaic Wealth, INC., based in Greensboro, NC, with 22 years of industry experience. Garrett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
717 Green Valley Road, Suite 100, Greensboro, NC, 27408
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Regulatory History (1)
Customer Dispute
May 2006Other Business ActivitiesSells Insurance
Garrett is a registered representative with GCG Wealth Management Inc., where he services securities clients and offers fixed annuities and life insurance, dedicating nearly full-time hours to this role. He also serves as Secretary for Dignity Healthcare Inc., his mother's home health care company, but has minimal involvement.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.